Pcg Cat2- Support

Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...

**JOB ROLE** - To manage the product team. - To manage the relationship with external fund houses which are product manufacturers. - To implement relevant strategic & tactical management initiatives. - To support the channel by assisting them with timely reverts on their MIS related queries. - To analyze and data mine to generate relevant reports and outputs...

DescriptionJOB ROLE· To manage the product team.· To manage the relationship with external fund houses which are product manufacturers.· To implement relevant strategic & tactical management initiatives.· To support the channel by assisting them with timely reverts on their MIS related queries.· To analyze and data mine to generate relevant reports and...

The primary responsibility of this role is to acquire PCG Private Client Group HNI High Net-worth Individual clients and ensure a smooth transition to the dealing team Additionally the role involves actively managing the HNI desk ensuring client satisfaction retention and growth of the HNI portfolio Key Result Areas Supporting ActionsHNI PCG Business...

**Job Specifications** **Role Designation: HNI Sales Department: Sales - Investment Products** **Function: Sales Company** **Reporting to**: Cluster Manager - Investment Products Location**:Prabhadevi & Indore** **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution....

_**Job Specifications**_ - _**Role Designation: Sr. Advisor Department: PCG**_ - _**Function: Advisory Company: MOFSL**_ - _**Reporting to: Group Advisory**_ - _**Leader-PCG Location: Mumbai**_ Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of...

Company DescriptionFounded in 1960, Kunvarji has grown into a leading conglomerate known for its commitment to trust, integrity, and excellence. With over six decades of experience, the company has a diversified presence in Wealth Solutions, Agri Commodities, Real Estate Advisory, Merchant Banking, Tech Solutions, and Insurance Broking. Headquartered in...

**Require Equity Dealer - Private Client Group (PCG) for PhilipsCapital in Andheri (Mumbai)** Department: Private Client Group (PCG) **Location**: Andheri -Chakala Reporting to: Head - PCG Desk Experience: 3-8 years in equity dealing, preferably with Ultra HNI clients **About the Company**: PhillipCapital India is a leading financial services firm...

Key ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Helping in Advisory of Equity, Derivatives, CurrencyHNI Client Relationship ManagementExperience- Candidate should have minimum 3-5 yrs HNI client servicing...

❖ Responsible for acquiring & upselling to quality clients through networking, database and market intelligence and be the one point of contact for these high net-worth clients ❖ Promote Sales of third party products - Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, AIF and other Structure Products ❖ He/she should...